面板价格观察 |11月电视面板价格预测将全面下调，笔电面板价格谨慎微调

Core Viewpoint - TrendForce predicts a comprehensive decline in TV panel prices for November 2025, while monitor panel prices are expected to remain stable compared to the previous month, with slight decreases anticipated for some laptop panels [4][5][6]. TV Panel Prices - TV panel demand has slightly weakened, but some brands are still willing to place orders. Panel manufacturers are making minor adjustments to production rates while accommodating brand demands. As the year-end approaches, most brand clients and panel manufacturers are beginning to observe panel prices [4]. - The forecast for November indicates a decrease of $1 for 32-inch and 43-inch panels, $2 for 50-inch and 55-inch panels, and $3 for 65-inch and 75-inch panels [5]. Monitor Panel Prices - Demand for monitor panels has significantly weakened entering the fourth quarter, but manufacturers are cautious in adjusting prices, leading to continued losses. Consequently, a consensus has been reached between buyers and sellers to maintain stable prices for monitor panels [6]. - The only expected price drop is for the 23.8-inch VA Open Cell panel, which may decrease by $0.1, while other mainstream sizes are anticipated to remain stable [6]. Laptop Panel Prices - Despite entering the traditional off-season, demand for laptop panels is slightly stronger than expected, with some brand clients willing to increase their purchase volumes. Panel manufacturers are adopting a more flexible pricing strategy to maintain customer relationships, leading to minor price concessions [7]. - The forecast for November suggests that TN panel prices will remain stable, while IPS panel prices are expected to decrease by $0.1 across the board [7].